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The self-installing feature in the TechApp makes deploying updates to the field as simple as dropping a file in a folder. The next time the servic...

Michael Barber - Operations manager
SunWest

Precious Metals Client Portal SaaS (Software as a Service)

R.B. Zack & Associates has created a client portal and monthly statement system we are offering as a service to our Precious Metals Trading clients. The system manages all aspects of your clients’ financial positions, account history, and transaction-related documents. The system is turn-key, meaning the responsibility for hardware, software, backups, and live pricing feeds belongs to R.B. Zack & Associates. You pay a one-time setup cost and a per-client charge with our SaaS offering, saving you the enormous costs of custom development.


What Makes Us Different

R.B. Zack & Associates has been  developing  software for the Precious Metals  industry  for many  years. We  are  successful because we understand the business. From the nuances of margin trades, to the  interest  and storage  fee calculations, equity management and reporting; our Project Managers speak your language.


Our Metals Client Portal allows us to get you up and running

  • in days; not weeks or months
  • for several thousand dollars; not tens of thousands
  • on a secure, hosted, dedicated server; not the box in the corner of your computer room


We Can Offer

  • Real Time spot price feeds
  • One button Monthly Statement Processing
  • Physical and Margin Trades
  • Open, Partial, and Full close of client positions
  • Per-client, per-transaction flexibility on commission rates, daily interest calculations, and interest recovery through day of close
  • Flexible admin tools for adding users, products, and fees
  • Full-featured client management CRM email-integrated trade confirmations
  • Client portal allowing transparent access to all trade, statement and other documents,and all transaction history.
  • Reasonable startup costs to brand your site and documents in accordance with your corporate standards.


For more information and a free quote, contact us today at sales@rbza.com or 310.303.3320 x 1

 

  • Authorize.Net Certified Developer
  • Microsoft Certified Partner